altesh

CIO Flow48 | Co-Founder @InsaaphCapital

[Vinny Lingham @VinnyLingham]

Every single pref that Saylor has issued is under par. When will the market wake up to all the financial engineering mumbo jumbo?

I feel for all the retirees who fell for the AI ads last month convincing them that $STRC was a safe investment and they could earn 11.5% yield.

[altesh @alteshb]

Direct Lending Lesson: When business models depend on demonstrating ever-increasing disbursement volumes to attract subsequent funding rounds, the temptation to inflate numbers becomes embedded in the operating mode.

[altesh @alteshb]

Silence is strength, but clarity is divinity; Emotion is the data and intuion is command.

[altesh @alteshb]

#Swift to launch its own #blockchain with backing from banks including Citi, Bank of America and NatWest

[Insaaph Capital @InsaaphCapital]

A simple graphic that illustrates on of the major reasons for higher adoption of #stablecoins in Latin America & Caribbean (7.7% of GDP) and Africa & Middle East (6.7% of GDP)

[Insaaph Capital @InsaaphCapital]

Many of the reasons we elected Asset Management as the structural foundation for building a FinTech that sits at the intersection of #AssetManagement | #Payments | #InvestmentBanking

[altesh @alteshb]

Courage is action premised on conscious acknowledgement of imperfect knowledge about risk.

Stupidity is similar action without any consideration for such [risk] wisdom.

[altesh @alteshb]

This will be interesting …

[Insaaph Capital @InsaaphCapital]

#Fed cuts -25bps with no upward adjustment to 2026 EPS for S&P 493.

[altesh @alteshb]

The International Monetary Fund mapped how USD 2 Trillion in stablecoins flow around the world …

Emerging markets use stablecoins 15-20x more than developed ones.

• Latin America & Caribbean: 7.7% of GDP
• Africa & Middle East: 6.7% of GDP
• Europe: 0.4% of GDP

[altesh @alteshb]

Huge congratulations to the Insaaph Capital team on this landmark achievement.

This unlocks significant potential for scaling capital deployment across African and global opportunities. Excited to see what comes next.

[Insaaph Capital @InsaaphCapital]

Major Milestone: Insaaph Capital Receives CASP and FSP Category 1 & 2 Licenses.

https://t.co/r4QXnlAijX?

[Insaaph Capital @InsaaphCapital]

Zwelakhe Mnguni’s story in many ways speaks to why we started Insaaph Capital.

<read thread for more>

https://t.co/YCZR0w7yaz?

[Insaaph Capital @InsaaphCapital]

While hopes of a soft landing create positive sentiment to drive risk assets, investors should remain cautious as this scenario is a delicate one.

https://t.co/6nM3A1ocl9

[altesh @alteshb]

The terrible tragedy about aggressive [hawkish] monetary policy to tame #inflation, it is a blunt tool that slows investment, suppresses job markets, and takes money out of people’s pockets.

[Insaaph Capital @InsaaphCapital]

https://t.co/IwOppEUJGP

[Insaaph Capital @InsaaphCapital]

It gives us pleasure to formally announce our participation Tatum’s Blockchain Accelerator, administered by @startupyard

https://t.co/iBeu6J4Sam

[Brian Feroldi @BrianFeroldi]

I've been investing for 18+ years.

Here are 10 painful lessons I had to learn the hard way:

[Insaaph Capital @InsaaphCapital]

1/3 There are undoubtedly risks associated with investing in Crypto due to the speculative nature of many coins/companies, but not all coin/companies are purely speculative …

[altesh @alteshb]

Really good to see the South African Reserve Bank taking a pro innovation position …

https://t.co/2msZPFEOxy

[Insaaph Capital @InsaaphCapital]

CONSILIENCE - Weekly Performance Report

CONSILIENCE grew +9.96% week-on-week on a time-weighted basis, and +10,47% on a cumulative basis,

CONSILIENCE thus extended is outperformance of  Bitcoin (BTC), since CONSILIENCE’s inception to + 20.13%.

https://t.co/V7VvkXUq5K

[Insaaph Capital @InsaaphCapital]

CONSILIENCE 10|10 - Weekly Performance Report

CONSILIENCE extended is outperformance of Bitcoin (BTC), since CONSILIENCE’s inception to + 17.81%, and is ahead of Ethereum (ETH), over the same period, by + 20.04%.

https://t.co/bfHpkiU4hu